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Integrated Wealth Counsel’s FedEx FDX Stock Holding History

Integrated Wealth Counsel’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12
Closed -$2K – 114
2014
Q1 		$2K Hold
12
– – ﹤0.01% 155
2013
Q4 		$2K Hold
12
– – ﹤0.01% 182
2013
Q3 		$1.37K Buy
+12
New +$1.29K ﹤0.01% 191

Other funds holding FDX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Counsel's FDX Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of FedEx (FDX) in Q2 2014, closing a stake of 12 shares — an estimated $2K sold.

Integrated Wealth Counsel first reported a position in FDX in Q3 2013 and held it in 3 quarters. The position peaked at $2K in Q1 2014. 832 funds tracked by Wall St. Rank hold FDX as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining FedEx position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 12 FedEx shares in Q2 2014, an estimated $2K.
  • Integrated Wealth Counsel first reported a position in FedEx in Q3 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's FedEx position peaked at $2K in Q1 2014.
  • 832 funds tracked by Wall St. Rank held FedEx as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.